You can create a report from the Ranking, Navigator, Exceptions, Contributions, or Trend and Forecast template. Each template explores your business data in a different way, to give you different perspectives on your data.

For information, see Report Creation.

You can personalize an existing report to better fit your needs.

You can rename or delete a report you created, or edit a report description.

If an administrator is a member of an application group with access to the Reports tab and has Display Advanced Report Settings access, then the administrator can also edit, rename, or delete any private, group, or public report, including ones you have created.

You can save a report.

For information, see Report Saving.

You can review private, group or public reports.

There may be a description of the report in the Report Description box. This description is helpful in deciding which report you want to view. If a description does not appear, it means that the user who saved the report did not add a description at that time.

Reports in the public set are available to all users for viewing. Reports in the private set are available only to the user who created them. Reports in a group are available to all the members of the group.

If there are filters applied to the report, the filter information is displayed on the line below the report title. The report title also shows the latest date that is being analyzed.

You can export a report's contents as formatted data in Microsoft Word or Excel.

For information, see Exporting a View to an Excel or Word File.

You can expand or collapse the sections in the left-hand panel.

You can remove the left-hand panel and expand the report view.